Suralink

4.7 (398)
Write a Review!
Workflow management solution for accounting firms

About Suralink

Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.

Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.

Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.


Images

Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard
View 4 more
Suralink video
Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard

Not sure about Suralink? Compare with a popular alternative

Suralink

4.7 (398)
VS.

Starting Price

US$29.00
month
US$0.01
year

Pricing Options

Free version
Free trial
Free version
Free trial

Features

55
43

Integrations

No integrations found
No integrations found

Ease of Use

4.6 (398)
4.1 (52)

Value for Money

4.7 (398)
4.2 (52)

Customer Service

4.6 (398)
4.1 (52)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

TeamMate+ Audit

4.2
#1 Alternative to Suralink
TeamMate+ is an internal audit management system designed to help auditors and audit department leadership manage all...

Doc.It Suite

4.0
#2 Alternative to Suralink
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with...

Microsoft SharePoint

4.3
#3 Alternative to Suralink
SharePoint is a collaboration & content management platform which can be used to build portals, collaboration sites, &...

Microsoft Excel

4.8
#4 Alternative to Suralink
Excel is a spreadsheet management software program with data analysis tools to help users track and visualize data for...

Reviews

Overall rating

4.7 /5
(398)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.6/5

Already have Suralink?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 398
Robert
Overall rating
  • Industry: Accounting
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One of the best Provided By Client documentation system

Reviewed on 2020/02/19

The benefit is that Suralink provides the absolute best environment for users of any technical...

The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.

Pros

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

Cons

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

Karen
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Suralink Review

Reviewed on 2020/02/18

Pros

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

Cons

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

Tam
Overall rating
  • Industry: Accounting
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Review

Reviewed on 2020/02/17

Pros

Everything works well, sometimes need more time to load.

Cons

Sometimes I couldn't download the firm upload files

Brian
Overall rating
  • Industry: Computer & Network Security
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Suralink experience

Reviewed on 2020/02/17

My overall experience has been great. The people I have talked with via the live chat support...

My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!

Pros

This software is very customizable and can easily be adapted for any use.

Cons

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

Elisabeth
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Intuitive and Customizable

Reviewed on 2020/02/18

Because our product and process can be a bit complicated or hard to keep in order, Suralink is...

Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Pros

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win!

Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Cons

There are a few buys as far as display that could be improved:
- Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful.
- The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Showing 5 reviews of 398 Read all reviews

Suralink FAQs

Below are some frequently asked questions for Suralink.

Suralink offers the following pricing plans:

  • Starting from: US$29.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Visit our website www.suralink.com for pricing details and to get in touch with our sales team.

Suralink has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Suralink supports the following languages:

English

Suralink supports the following devices:

We do not have any information about what integrations Suralink has

Suralink offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Suralink.